Filed May 5, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,921 | $146,267-15.3% | $197,124-37.1% | $82,448+50.3% |
| Participation rate | 86.8% | 84.0%+2.8pp | 86.7%+0.1pp | 68.1%+18.8pp |
| Annual return | 16.76% | 29.61%-12.9pp | 44.34%-27.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,720 | $4,723-42.4% | $6,227-56.3% | $2,551+6.6% |
| Participant deferral / active EE | $4,593 | $7,035-34.7% | $9,135-49.7% | $4,139+11.0% |
| Admin fee / account holder | $1,381 | $14,422-90.4% | $16,298-91.5% | $7,234-80.9% |